Capsule CRM + Groove

Create Groove tickets for new or updated Capsule CRM opportunities

Stay informed about new or updated opportunities in Capsule CRM with this seamless automation. When there's a change in an opportunity, this workflow creates a new ticket in Groove, keeping you up-to-date and ready to address potential opportunities. Save time and maintain effective communication between your CRM and customer support teams with this efficient integration.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create New Ticket
Starts a new ticket for your customer.
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
Agent Replied
Triggers when an agent replies to a ticket.
Trigger
Instant
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Customer Replied
Triggers when a customer replies to a ticket.
Trigger
Instant
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- Assignee
- Assigned Group
- Priority
- Mailbox
Trigger
Instant
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Ticket Deleted
Triggers when a ticket is deleted.
Trigger
Instant
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- Priority
- Assignee
- Assigned Group
- Customer Name
- Mailbox
Trigger
Instant
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- Priority
- Assignee
- Assigned Group
- Customer Name
- Mailbox
Trigger
Instant
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- Assignee
- Assigned Group
- Customer Name
- Tag
- Mailbox
Trigger
Instant
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- Ticket NumberRequired
- AgentRequired
Action
Write
- BodyRequired
- FromRequired
- ToRequired
- Assignee
- Assigned Group
- Add as Note?
- Send Copy to Customer?
- State
- Tags
- Full Name
- About
- Twitter Handle
- Company Name
- Title
- Phone Number
- Location
- Website URL
- LinkedIn Username
- Subject
Action
Write
- Ticket NumberRequired
- StateRequired
Action
Write

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- Entity TypeRequired
- Activity Type
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
Agent Invited
Triggers when an agent is created.
Trigger
Instant
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- Linkedin Username
- Twitter Username
- Company Name
- Email
- Website
Trigger
Instant
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Note Added
Triggers when a note is added to a ticket.
Trigger
Instant
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- Priority
- Assignee
- Assigned Group
- Closed By
- Customer Name
- Mailbox
Trigger
Instant
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- Priority
- Assignee
- Assigned Group
- Customer Name
- Mailbox
Trigger
Instant
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- Priority
- Assignee
- Assigned Group
- Customer Name
- Mailbox
Trigger
Instant
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- State
- Assignee
- Assigned Group
- Customer Name
- Priority
- Closed By
- Mailbox
Trigger
Instant
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- Ticket NumberRequired
- MessageRequired
Action
Write
- Ticket NumberRequired
Action
Write
- Ticket NumberRequired
Action
Write

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

Learn more

Related categories

CRM (Customer Relationship Management)

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About Groove

The simple helpdesk for SaaS and eCommerce businesses.

Learn more

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Customer Support

Capsule CRM + Groove

Create Groove tickets for new or updated Capsule CRM opportunities

New or Updated Project

New or Updated Contact

Create Project

Add Tag to Entity

Create Contact

API Request (Beta)

Update Opportunity

Find Milestone

Find Contact

Find or Create Project

Find or Create Contact

Agent Replied

Customer Replied

Ticket Assigned

Ticket Deleted

Ticket Opened

Ticket Started

Ticket Tagged

Change Assigned Agent

Create New Ticket

Change Ticket State

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Create Opportunity

Create Task

Update Contact

Find Project

Find Opportunity

Find Stage

Find or Create Opportunity

Agent Invited

Customer Added

Note Added

Ticket Closed

Ticket Moved

Ticket Priority Changed

Ticket State Changed

Add Note

Close Ticket

Reopen Ticket

About Capsule CRM

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